28 Oct
|
Waterford Accountants Pty
|
Newcastle
28 Oct
Waterford Accountants Pty
Newcastle
Waterford Financial Services in Newcastle is seeking an Advice Associate - Financial Planning (Client Services) to support our growing team in delivering compliant financial plans and client outcomes. The role bridges our financial planners and clients, ensuring plans are developed, implemented and maintained to high skilled standards.
You will assist with client onboarding, fact-finding, documentation, and coordinating meetings while staying current with regulatory updates.
📌 Financial Planning Associate — Client Services (Newcastle)
🏢 Waterford Accountants Pty
📍 Newcastle